Commonwealth Financial Planners Inc.

Commonwealth Financial Planners Inc. (CRD# 106831) is a financial advisory firm headquartered in Roswell, GA. They manage $81,238,733 in 247 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $328,902
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Commonwealth Financial Planners Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael P. Agurkis
CRD#: 4969895
1033 Canton Street, Roswell, GA 30075
96
Wealthminder
score

Michael Agurkis (CRD# 4969895) is an Investment Advisor Representative working at Commonwealth Financial Planners Inc. in Roswell, GA and has over 9 years of experience in the finance industry. Michael Agurkis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Norman D. Shirley
CRD#: 734155
1033 Canton Street, Roswell, GA 30075
86
Wealthminder
score

Norman Shirley (CRD# 734155) is an Investment Advisor Representative working at Commonwealth Financial Planners Inc. in Roswell, GA and has over 34 years of experience in the finance industry. Norman Shirley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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